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Neutrino Donut Update – Impact of Russia Embargo – Nuclear Research – Scientific Projects

The Neutrino Donut notes levels of scientific cooperation in the nuclear fusion industry. The Donut is currently working on multiple commercialization projects in this space. We note this update from Axios on the Russia embargo and nuclear fusion projects with a major research player – Commonwealth Fusion.

Scoop: Russia sanctions threaten Commonwealth’s supply chain

International sanctions and calls for corporate divestment of Russian assets threaten to disrupt the supply chain of Commonwealth Fusion Systems, Axios has learned.

Why it matters: CFS raised $1.8 billion in Series B funding in December for its unique fusion reactor design, a central ingredient of which is made by SuperOx, a Russian company with production facilities located in Moscow and Japan.

What’s happening: CFS is building HTS tape into as many as 18 magnets, allowing it to achieve a fusion reaction within a far smaller, cheaper structure — and therefore dramatically lower its cost.

Of note: SuperOx was founded by Russian oil magnate Andrey Vavilov.

What they’re saying: Even as companies around the world stop doing business with Russian firms, CFS has declined to confirm whether it will stop sourcing the material from SuperOx.

Between the lines: The potential bottleneck in HTS supply exposes the sharp difference in approach by fusion developers.

Alan Neuhauser co-authors the Axios Pro Climate deals newsletter. Sign up now.

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